Income Lab
6.3#13 in retirement planning softwareFrom $80 a monthWeb
VisitIncome Lab vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Income Lab | ProjectionLab |
|---|---|---|
| Founded | 2018 | 2021 |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Purpose | Income Lab provides retirement income planning software for financial advisors. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
Income Lab plans
- Support Staff Seat$80 a month
- Core$199 a month
- Pro$299 a month
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
Pick Income Lab if…
It suits financial advisors who need retirement income projections, tax and Social Security modeling, and scenario planning through a web platform. It is designed for organizations willing to use paid plans.
Pick ProjectionLab if…
ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.